Wealth Management for Dentists

Bringing together your personal and practice’s financial needs with comprehensive wealth management.

As any dentist knows, prevention is key.

At Creative Planning Dental, we help prevent small financial mistakes that can lead to big problems down the road. We understand your unique challenges as a medical professional, business owner, employer and family member, and we offer a team of qualified professionals focused on helping you plan for the future, whatever it may hold.

Working with us is simple and painless. No Lidocaine needed.

We provide comprehensive wealth planning services to help navigate your unique financial challenges.

Strategic Tax Planning

Employee benefits and payroll

Business succession planning

Trust and estate planning

Tax-efficient investment management

Retirement planning for yourself and your employees

Insurance to protect your practice and your family

Planning for equipment purchases


Our Approach

We understand the unique financial challenges faced by dental professionals, and are here to help guide you toward achieving your financial goals, both today and long into the future. Our goal is to make it as painless as possible to access a full suite of financial and estate planning services from qualified fiduciary advisors focused on helping you achieve financial independence.

Our Team

At Creative Planning Dental, we support dentists with a team of credentialed, educated, experienced and action-oriented advisors, including CERTIFIED FINANCIAL PLANNER™ practitioners, Certified Public Accountants, insurance specialists, attorneys and other professionals dedicated to helping you achieve your goals. We provide custom fiduciary advice that puts your best interests first, at all times.


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